Sr Manager, Wealth Advisor - Schwab Wealth Advisory
Charles Schwab
New York, NY
4 days ago
Job Description
Join Charles Schwab as a Senior Manager, Wealth Advisor, where you will empower clients with personalized investment solutions and exceptional service. This role offers the chance to develop your expertise while mentoring a dedicated team in a collaborative environment. Enjoy a supportive culture with opportunities for professional growth, alongside a comprehensive benefits package.
Key Responsibilities
Deliver an exceptional client experience as a fiduciary
Work with a team to manage clients' complex portfolios
Mentor junior team members
Required Qualifications
CFP® designation or CFA® designation
Bachelor’s degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients
Preferred Qualifications
Five or more years working directly with clients in the financial services industry
Benefits & Perks
401(k) with company matchEmployee stock purchase planPaid time for vacation and volunteering28-day sabbatical after every 5 years of servicePaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance